3 Steps to an Effective Board Orientation

There have been many articles written on the on-boarding process for new board members - just Google it!

The following three steps can help ensure your next board orientation is a success.

  • Official Board Orientation Meeting
  • Official Board Orientation Book
  • Official Board Role and Program Review

Official Board Orientation Meeting

It's important to have a formal meeting to get the attention of your new board members. It has been suggested to hold it prior to their first official board meeting.  You might want to have your board chair and any other key board members attend too.

Official Board Orientation Book

I think it's important to have a collateral piece that you review in your orientation meeting and something they can take back to the office.  I would suggest you spend some time on creating a professional document that outlines the expectations of board members.  It should be more than just a board member job description.

Official Board Role and Program Review

It's important to review the fiduciary responsibility of the board as well as your current committee structure.  It's also important that they understand the role of the board vs the role of staff.

While I don't suggest you get in the weeds with all the programmatic aspects of your chamber you should identify, at the 30 thousand foot level, your membership trends, advocacy, leadership program, annual meeting, and Foundation work, if you have one.

Set the expectations up front, deliver a great board orientation and your board members will be thankful.

For a great resource on nonprofit boards from The Bridgespan Group go HERE.